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Moe Memphis's avatar

Speaking of China:

Almost all metal prices down today, yet nearly all (base) metals and mining related stocks in Europe up big. I'm guessing because of this news:

https://www.reuters.com/markets/commodities/eu-plans-anti-subsidy-probe-into-chinese-steelmakers-ft-2023-10-10/

Or am I missing something else? Any thoughts on this? Big news or rather a storm in a glass of water (stocks seem to be coming back down already at the moment :)? And depending on how this pans out, who might be the biggest winners or loosers?

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Dave Moorman's avatar

Very good analysis.....I will keep my "coal horses" in their stable and well fed. Amazing how, we, the part of the lucky 1.4 billion think the rest of the world should limit their energy usage so we can meet some made up climate goal......welcome to Rome.

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